$10.60
$0.03 (0.28%)
As of 2/5/24
12/12/23
The Fund employs an integrated, fundamental and proprietary sustainable process to evaluate and select what we deem are the highest-quality growth opportunities across market capitalizations.
The Fund can serve as an US equity allocation for investors seeking above-average returns with potentially lower volatility from a portfolio of highest-quality US sustainability-principled companies offering enhanced prospects for growth.
Name | Z Shares |
---|---|
Gross Expense Ratio | 1.20% |
Management Fee | 0.85% |
Name | Z Shares |
---|---|
Minimum initial investment (£/€/$) | $1000 |
Minimum subsequent investments (£/€/$) | $100 |
Name | Z Shares |
---|---|
Inception Date | 12/12/23 |
Bloomberg Ticker | CAGFSZU LX |
ISIN number | LU2696791826 |
We remain wary of chasing highly valued stocks and are vigilant to the potential for elevated volatility after a long rally in the US stock market. We believe the use of alternative data, particularly environmental factors, provides a more complete view of the risk/reward opportunities in sectors, industries, and individual companies.
Transparency Statement under Article 10 of the Sustainable Finance Disclosure Regulation (EU) 2019/2088
The Key Investor Information Document (KIID) aims to provide investors with a transparent and concise overview of funds in a standard format.
The Key Information Document (KID) aims to provide investors with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products.
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